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Chicago Partners Investment Group’s Curtiss-Wright CW Stock Holding History

Chicago Partners Investment Group’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Buy
2,196
+63
+3% +$46.2K 0.03% 427
2026
Q1 		$1.52M Buy
2,133
+352
+20% +$234K 0.03% 406
2025
Q4 		$1.16M Buy
1,781
+333
+23% +$186K 0.03% 422
2025
Q3 		$852K Buy
1,448
+685
+90% +$337K 0.02% 475
2025
Q2 		$366K Buy
+763
New +$301K 0.01% 742
2018
Q4 		– Sell
-100
Closed -$11K – 456
2018
Q3 		$11K Hold
100
– – ﹤0.01% 791
2018
Q2 		$12K Hold
100
– – ﹤0.01% 765
2018
Q1 		$14K Buy
+100
New +$13.1K ﹤0.01% 708

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Chicago Partners Investment Group's CW Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Curtiss-Wright (CW) stake by 3% in Q2 2026, buying an estimated $46.2K and bringing the position to 2,196 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #427.

Chicago Partners Investment Group first reported a position in CW in Q1 2018 and has held it in 8 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Chicago Partners Investment Group held 2,196 shares of Curtiss-Wright worth $1.65M as of Q2 2026.
  • Chicago Partners Investment Group bought 63 Curtiss-Wright shares in Q2 2026, an estimated $46.2K.
  • Curtiss-Wright made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #427 holding.
  • Chicago Partners Investment Group first reported a position in Curtiss-Wright in Q1 2018 and has held it in 8 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.